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Investment Thematics

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We believe the potential of web3 to bring new solutions to the climate and ecology crisis is immense, and truly has yet to begin. We anticipate a flood of new frameworks, protocols and concepts over the coming years that might be hard to imagine right now, the same way it was difficult 20 years ago to envision the seamless integration of web2 and “smart” technology into our lives. Fundamentally, our community will invest or incubate projects underpinning significant carbon reductions or creating an economy that regenerates itself as it grows. At this time, we are solely focused on for-profit solutions with potential for exceptional returns profiles on both the climate impact and financial outcomes. This means looking for projects with the potential to return the entire size of the capital committed in the syndicate. In mid 2022, we plan to release both a grant program and impact accelerator.

Areas that excite us

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All of this, you can help define. We are learning in this quickly evolving space, so share your solution with us on a call, or join us (Discord) to help allocate capital where it drives the greatest impact. However, broadly, we are monitoring innovators working on:

Better marketplaces: solutions to enable seamless transactions for carbon or ecosystem-related offsets or credits (including novel verification methodologies)

Minimising, and ultimately or reversing, blockchain’s impact on climate

Solutions aiming to track, measure and price the carbon footprint (or ecological externalities) of materials, products, commodities across the supply chain

Scalable new ways to fund or organize climate initiatives with DAOs’ community-ownership

Assigning prices to environmental costs or natural ecosystems to tax the polluters (circumventing regulation) or protect ecosystems like fisheries

On-chain records, ledgers, data, or insights which more efficiently underpin physical decarbonization

Unlocking offsets for new types of business transactions

N.B. if we invest here, we require extra analysis to ensure the company does not inadvertently facilitate greenwashing

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Are you helping craft the regenerative finance ecosystem or interested in working as an Entrepreneur in Residence? Feel free to book a time on our calendars.

Some Reflections on Project Considerations 

As we understand the space as a collective and community, our considerations and criteria will rapidly evolve. Some initial guiding reflections include: 

We will prioritize investments with systemic and flow-on impact. By investing in underdeveloped sectors, opportunities that catalyze other change, and geographically translatable solutions, our impact on society can transcend our individual involvement. By investing in nascent or overlooked industries, we can catalyze industry movement in important areas that may have missed opportunities.

We will weigh the time to a technology’s impact in decisions. CO2e abated today is more valuable from a lifecycle cost perspective, and speeds up the natural advancement of a wider industry (growth begets growth) as well as provides commercial acceleration.

We will attempt to assess our impact blindspots. Many companies look climate-friendly but delay the transition to renewable resources (≠ stop-gap solutions) or help corporates greenwash. Where there may exist risks of greenwashing, the Aera Force diligence team will complete an impact assessment. In this assessment, the analyst will consider whether externalities (i.e., unsustainable resource mining, land use, or non-carbon environmental issues) will emerge as the company reaches scale.

Investment Thematics

ℹ️

Areas that excite us

💡

Better marketplaces: solutions to enable seamless transactions for carbon or ecosystem-related offsets or credits (including novel verification methodologies)

Minimising, and ultimately or reversing, blockchain’s impact on climate

Solutions aiming to track, measure and price the carbon footprint (or ecological externalities) of materials, products, commodities across the supply chain

Scalable new ways to fund or organize climate initiatives with DAOs’ community-ownership

Assigning prices to environmental costs or natural ecosystems to tax the polluters (circumventing regulation) or protect ecosystems like fisheries

On-chain records, ledgers, data, or insights which more efficiently underpin physical decarbonization

Unlocking offsets for new types of business transactions

N.B. if we invest here, we require extra analysis to ensure the company does not inadvertently facilitate greenwashing

🤚

Are you helping craft the regenerative finance ecosystem or interested in working as an Entrepreneur in Residence? Feel free to book a time on our calendars.

Some Reflections on Project Considerations 

As we understand the space as a collective and community, our considerations and criteria will rapidly evolve. Some initial guiding reflections include: 

We will prioritize investments with systemic and flow-on impact. By investing in underdeveloped sectors, opportunities that catalyze other change, and geographically translatable solutions, our impact on society can transcend our individual involvement. By investing in nascent or overlooked industries, we can catalyze industry movement in important areas that may have missed opportunities.

We will weigh the time to a technology’s impact in decisions. CO2e abated today is more valuable from a lifecycle cost perspective, and speeds up the natural advancement of a wider industry (growth begets growth) as well as provides commercial acceleration.

We will attempt to assess our impact blindspots. Many companies look climate-friendly but delay the transition to renewable resources (≠ stop-gap solutions) or help corporates greenwash. Where there may exist risks of greenwashing, the Aera Force diligence team will complete an impact assessment. In this assessment, the analyst will consider whether externalities (i.e., unsustainable resource mining, land use, or non-carbon environmental issues) will emerge as the company reaches scale.